SES AI expects Q1 2026 revenue of $6.3M–$6.5M, above consensus; affirms FY2026 guidance $30M–$35M

SES AI Corp

2026-Q1 EPS reported -$0.04 revenue$6,711,000

Preliminary Q1 2026 revenue $6.3M–$6.5M, above consensus estimates.
Revenue driven by ESS product revenue from UZ Energy, plus drones and subscription.
Includes ~$1.5M from delayed Q4 2025 orders due to logistics constraints.
Full year 2026 revenue guidance affirmed at $30M–$35M.
Company to report Q1 2026 results after market close on April 23, 2026.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

SES AI Corp reported the first quarter ended March 31, 2026 results: revenue $6.3 million to $6.5 million. Guidance reaffirmed.

Period: the first quarter ended March 31, 2026
Revenue: $6.3 million to $6.5 million
Guidance: reaffirmed
Result: preliminary results

Exact text from the filing

Based on preliminary results, the Company expects first quarter 2026 revenue to be in the range of $6.3 million to $6.5 million, above published consensus estimates.

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Source: SEC EDGAR

accession 0001819142-26-000015

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